The Tax Advice Your Advisor Isn’t Giving You

from The Real Retirees of New Jersey · host Peggy and Randy Fisher

What if your advisor’s silence on taxes is costing you thousands? This episode exposes the pitfalls of poor tax planning, the power of Roth conversions, and why Social Security isn’t as tax-free as you think. Randy and Peggy Fisher share real-life stories, break down self-directed IRAs, and reveal how “taxes on sale” could reshape your retirement strategy. For more information visit www.therealretireesofnewjersey.com!See omnystudio.com/listener for privacy information.

Episode metadata supplied by the publisher feed · Published Oct 7, 2025

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The Tax Advice Your Advisor Isn’t Giving You

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This episode was published on October 7, 2025.

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